The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE

OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8

COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AXALTA COATING SYS LTD COM G0750C108 233,397 7,284,548 SH   SOLE   7,284,548 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 230,049 682,943 SH   SOLE   682,943 0 0
HERBALIFE LTD COM USD SHS G4412G101 538,898 7,555,000 SH   SOLE   7,555,000 0 0
LAMB WESTON HLDGS INC COM 513272104 119,555 2,714,695 SH   SOLE   2,714,695 0 0
MASTERCARD INCORPORATED CL A 57636Q104 157,217 1,294,500 SH   SOLE   1,294,500 0 0
MICROSOFT CORP COM 594918104 153,100 2,221,100 SH   SOLE   2,221,100 0 0
NIELSEN HLDGS PLC SHS EUR G6518L108 96,847 2,505,100 SH   SOLE   2,505,100 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 124,319 4,386,700 SH   SOLE   4,386,700 0 0